Terrible details in Philly Fed
— AndreasStenoLarsen (@AndreasSteno) February 16, 2023
Forward looking indicators 6-9 months ahead still point to recession for H2-2024
“Higher for longer” view is too crowded by now
Borrowed from my dear old boss @MikaelSarwe pic.twitter.com/t8NzhUjvYp
🇺🇸 US Leading Economic Index Falls for a 10th Straight Month – Bloomberghttps://t.co/WcxG9C3jtH pic.twitter.com/gtITjzt9xd
— Christophe Barraud🛢🐳 (@C_Barraud) February 18, 2023
🇺🇸 #SPX | S&P 500 Haters Now Make Enough in Treasuries to Bid #Stocks Farewell – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) February 16, 2023
*Six-month Treasury bill yield nearly equal with S&P 500 payouthttps://t.co/G9Cu5cMNHp pic.twitter.com/layFMc4ipP
🇺🇸 #SPX | S&P 500 Companies Are Reporting Smaller EPS Surprises for 7th Straight Quarter in Q4 – Factsethttps://t.co/3KdnDEoh0E pic.twitter.com/h80Zoas0vb
— Christophe Barraud🛢🐳 (@C_Barraud) February 18, 2023
An earnings recession is happening@AyeshaTariq pic.twitter.com/ff9eyWFwcF
— Markets & Mayhem (@Mayhem4Markets) February 17, 2023
🇺🇸 Probably nothing…
— Mikael Sarwe (@MikaelSarwe) February 17, 2023
H/T @albertedwards99 pic.twitter.com/8DUT0OBJrb
🇺🇸 #Housing #Inflation | Rental Market Tracker: #Rents Rose 2% In January—The Smallest Increase In 20 Months
— Christophe Barraud🛢🐳 (@C_Barraud) February 14, 2023
*Rents fell 1.9% from a month earlierhttps://t.co/DSeMtLfiQx pic.twitter.com/Sa7Umn5RKS
🌎Container shipping costs plunge as consumer spending declines – FThttps://t.co/lrQ9Hqt9Ag pic.twitter.com/xgnfFKUSOY
— Christophe Barraud🛢🐳 (@C_Barraud) February 15, 2023
🇨🇳 The People’s Bank of #China offered 835 billion yuan ($121 billion) of cash via seven-day reverse repurchase contracts on Friday, resulting in an injection of 632 billion yuan on a net basis. That’s the largest one-day addition on record in data going back to 2004 – Bloomberg pic.twitter.com/TeepvMBz82
— Christophe Barraud🛢🐳 (@C_Barraud) February 17, 2023
🇪🇺 #Europe’s #Energy Aid Tab Nears €770 Billion, Close to EU Covid Response – Bloomberghttps://t.co/WVOPmeP2KN pic.twitter.com/Mz4wLAnQMX
— Christophe Barraud🛢🐳 (@C_Barraud) February 16, 2023
*Note: Previous reports can be found here